UIF INFORMATION TECHNOLOGY ENHANCEMENTS UPDATE

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UIF INFORMATION

TECHNOLOGY

ENHANCEMENTS UPDATE

May 9, 2005 Presented by: Bill Reynen

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NEEDS

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? Institutional awareness and support of priorities for large scalInstitutional awareness and support of priorities for large scale e strategic IT systems enhancements and major operational project strategic IT systems enhancements and major operational project initiatives

initiatives

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? Improved reporting capabilitiesImproved reporting capabilities

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? Expanded and enhanced web based access to development _{Expanded and enhanced web based access to development} information

information

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? Modernize FACTS applications_{Modernize FACTS applications}

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? Evaluate new technologies:_{Evaluate new technologies:}

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? One to one marketing and CRMOne to one marketing and CRM ?

? E-E-marketingmarketing ?

? Web data collection and personalizationWeb data collection and personalization ?

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SOLUTIONS

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Establish a technology steering team

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Create a modernized reporting

environment

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Expand and enhance UIF online

applications

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INFORMATION TECHNOLOGY

STEERING TEAM

The Foundation Information Technology (IT) Steering Team is a st

The Foundation Information Technology (IT) Steering Team is a standing committee anding committee that shall recommend and approve strategic systems plans and rec

that shall recommend and approve strategic systems plans and recommend policies in ommend policies in support of development and business applications of the Universi

support of development and business applications of the University of Illinois ty of Illinois Foundation.

Foundation.

General Responsibilities

General Responsibilities

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? Review of Strategic Plans for development software, systems and Review of Strategic Plans for development software, systems and related datarelated data

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? Review special requests for implementation of new technologiesReview special requests for implementation of new technologies

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? Prioritize major systems and applications enhancements initiativPrioritize major systems and applications enhancements initiativeses

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? Enhance communications and coordination regarding systems and Enhance communications and coordination regarding systems and

applications related initiatives

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? Review resource requirements necessary to support major hardwareReview resource requirements necessary to support major hardwareand and

software enhancements

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TECHNOLOGY STEERING

TEAM

Recommended Members

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? _{Implement new reporting software tools that will}Implement new reporting software tools that will simplify access to information for non

simplify access to information for non-technical staff-technical staff

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? Provide electronic report formats Provide electronic report formats –– Excel, PDF, Excel, PDF, graphing and other display capabilities

graphing and other display capabilities

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? Enhance _EnhanceSelectPlusSelectPlus and FastTrack and FastTrack

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? Develop an Operational Data Store (ODS) and data Develop an Operational Data Store (ODS) and data warehouse

warehouse

REPORTING

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Document

Management Fund Records

LAN DATABASES

ODS

Mart Mart Mart

Data Marts FACTS Accounting APPLICATIONS APPLICATIONS AND DATA AND DATA DIAGRAM DIAGRAM TOOLS TOOLS • • SEQUELSEQUEL • • COGNOS COGNOS REPORTNET REPORTNET

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BENEFITS OF MODERNIZED

REPORTING

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? Reduce re-_{Reduce re}-keying of information and recompilation of keying of information and recompilation of reports, saving staff time in Research, Associate

reports, saving staff time in Research, Associate Chancellor’s and Development Offices

Chancellor’s and Development Offices

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? Drill down capabilities within electronic dashboards for _{Drill down capabilities within electronic dashboards for} quick access to details behind numbers, and quick access quick access to details behind numbers, and quick access to further analysis

to further analysis –– saving staff timesaving staff time

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? Electronic viewing of reports resulting in savings of paper _{Electronic viewing of reports resulting in savings of paper} and printing costs

and printing costs

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? Quicker development of sophisticated reports _{Quicker development of sophisticated reports}–– more more reports can be developed in less time by existing staff reports can be developed in less time by existing staff members

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? _{Implement single}Implement single signonsignon

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? _{Expand UIF Online to include new services}Expand UIF Online to include new services

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?UIF departmental intranetsUIF departmental intranets ?

?Access to new web based reporting toolsAccess to new web based reporting tools ?

?Online reports repositoryOnline reports repository ?

?“Quick FACTS” application“Quick FACTS” application ?

?Web-Web-faced version so faced version so SelectPlusSelectPlus & FastTracks& FastTracks

UIF ONLINE

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Quicker and easier access to UIF web based

applications resulting in more use of existing web

based tools

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Greater awareness of UIF resources available to

the development community

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Allows for greater access to UIF information

services when traveling or working from home

UIF ONLINE

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FACTS C/S ENHANCEMENTS

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? Improved design for ease of navigation_{Improved design for ease of navigation}

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? New “Quick Update” form for easily forwarding _{New “Quick Update” form for easily forwarding} address, phone, and email changes electronically to address, phone, and email changes electronically to the Alumni Association while using FACTS

the Alumni Association while using FACTS

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BENEFITS

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? Eases data entry in FACTS creating a single, more well _{Eases data entry in FACTS creating a single, more well} designed, point of entry for end users, resulting in staff designed, point of entry for end users, resulting in staff time savings

time savings

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? Saves technical resources from having to maintain two _{Saves technical resources from having to maintain two} FACTS applications (Classic and FACTS C/S)

FACTS applications (Classic and FACTS C/S)

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? Provides new capabilities such as the ability to view fund Provides new capabilities such as the ability to view fund agreements, or gift images within FACTS

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TIMELINE

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? This timeline was created using only existing staff resources._{This timeline was created using only existing staff resources.}

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? It already may be too aggressive given tight deadline on _{It already may be too aggressive given tight deadline on}CampusCallCampusCall and unknown scope of Public Web Site project.

and unknown scope of Public Web Site project.

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? Additional staff will most likely be needed to:_{Additional staff will most likely be needed to:}

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? Accelerate FACTS C/S project.Accelerate FACTS C/S project. ?

? Maintain web resources.Maintain web resources. ?

? Meet this schedule if operational tasks take more time than Meet this schedule if operational tasks take more time than

expected.

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? Skill set of staff needed and exact time required depends on how_{Skill set of staff needed and exact time required depends on how} some some of these projects go in the early stages. Some tools are still

of these projects go in the early stages. Some tools are still being being

selected.

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41% 5% 54% New Development Data Integrity Operations

STAFFING

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COSTS*

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ODS/Data warehouse

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Up to $100,000 for hardware & software

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Reporting Environment

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Up to $150,000 depending on product used

and how many user licenses needed.

*Prices shown are estimates and are conservatively high. Some c

*Prices shown are estimates and are conservatively high. Some costs will not be osts will not be known until more testing is done, tools are selected and prices

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SUMMARY

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IT goals must support organizational

goals

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Periodic Review and Adjustment of IT

Plans

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